Anderson & Associates have an in-house affiliate with MPFS to provide our clients with a range of financial planning services.


Investing

MPFS have investment planning expertise in a range of areas, such as: direct share, platform investing, and managed funds. We are able to help our clients to formulate the right strategy for their circumstances.

Key areas of advice:

  • Shares 
  • Investment Platforms 
  • Managed Funds 
  • Property
  • Term Deposits 

Wealth Protection

is an important part of any financial advice. Ensuring you have the appropriate cover in place is not as simple as taking out a life insurance policy.

It is also important to ensure you are appropriately insured, that your insurance is appropriately structured and that you have the right protection products in place.

Key areas of advice:

  • Life Insurance 
  • Disability Insurance (TPD) 
  • Trauma Insurance 

Superannuation

is a tax effective way to create wealth for your retirement. However, many people are not aware of how much money they will need for their retirement, how much they need to put into superannuation now or how to invest your money wisely.

MPFS can show you how to grow your retirement nest egg.

Key areas of advice:

Why not take advantage of a complimentary introductory meeting with a qualified financial planner? To make an appointment please either call us on (03) 8873 2000 or complete our online enquiry form.